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Teva Pharmaceutical Is Overvalued - Cramer's Lightning Round (5/5/15)
SA Editor Mohit Manghnani - at Seeking Alpha - Wed May 06, 4:46AM CDT
Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, May 5. Bullish Calls: Qorvo (NASDAQ: QRVO ): "Let these stocks come in. They are all for sale right now and when you see Skyworks Solutions bottom,...
MNK: 123.83 (-0.48), CY: 13.07 (-0.07), HD: 113.35 (+1.41), SWKS: 97.56 (-0.92), LGND: 84.21 (+0.09), MYL: 70.67 (-0.86), TGH: 29.88 (+0.23), VOD: 37.04 (+0.11), VTR: 69.40 (+1.20), T: 34.33 (+0.20), QRVO: 76.54 (-0.44), SNR: 16.21 (+0.30), LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34), TEVA: 60.23 (-0.99), EMC: 26.88 (-0.15), CSCO: 29.55 (+0.50)

Don't Play With Propane - Cramer's Lightning Round (4/1/15)
SA Editor Mohit Manghnani - Seeking Alpha - Thu Apr 02, 6:02AM CDT
Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, April 1. Bullish Calls: Insys Therapeutics (NASDAQ: INSY ): "Good company. Makes money, but be careful because Johnson & Johnson (NYSE: JNJ )...
MNK: 123.83 (-0.48), KMI: 42.62 (+0.48), KSS: 66.13 (+1.51), MCK: 239.93 (+0.45), UNH: 119.33 (+0.80), ALK: 66.50 (+0.37), AGEN: 6.90 (-0.13), URBN: 39.59 (+0.28), DDS: 115.46 (-8.74), SBUX: 50.80 (+0.24), JNJ: 102.30 (+0.47), HCA: 79.84 (+0.77), INSY: 59.00 (+0.17), DNKN: 52.61 (+0.28), AMAT: 20.20 (+0.34), FGP: 24.51 (-0.06), BIG: 46.32 (+0.26), KPTI: 24.81 (-2.02)

TOKYO ELECTRON DEVICE Announces the Release of TB-7Z-ISDK, a Development Kit for Industrial Grade SoM That Shortens the Development Time of FA Devices Such As Machine Vision
Business Wire - Tue Mar 24, 7:00AM CDT
Tokyo Electron Device Limited (TED) announces the launch of the new TB-7Z-ISDK, a development kit for the industrial grade system on module (SoM) TB-7Z-IAE.

Applied Materials Announces Cash Dividend
M2 - Tue Mar 10, 8:02AM CDT
Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.10 per share payable on the company's common stock. The dividend is payable on June 11, 2015 to stockholders of record as of May 21, 2015.
AMAT: 20.20 (+0.34)

AMAT +4.7%; Korean regulators approve Tokyo Electron deal
Seeking Alpha - at Seeking Alpha - Thu Feb 19, 10:54AM CST

AMAT: 20.20 (+0.34)

Global All-Solid-State Battery Industry Report 2015-2020
M2 - Thu Feb 05, 9:59AM CST
Research and Markets (http://www.researchandmarkets.com/research/h5532t/global) has announced the addition of the "Global All-Solid-State Battery Industry Report 2015-2020" report to their offering. The report provides an basic overview of the industry including definitions, classifications, applications and industry chain structure. The all-solid-state battery market analysis is provided for the international markets including development trends, competitive landscape analysis, and key regions development status. Development policies and plans are also discussed and manufacturing processes and cost structures analyzed. All-solid-state battery industry import/export consumption, supply and demand figures and cost price and production value gross margins are also provided. The report focuses on fourteen industry players providing information such as company profiles, product picture and specification, capacity production, price, cost, production value and contact information. Upstream raw materials and equipment and downstream demand analysis is also carried out. The all-solid-state battery industry development trends and marketing channels are analyzed. Finally the feasibility of new investment projects are assessed and overall research conclusions offered. Key Topics Covered: - All-Solid-State Battery Industry Overview - All-Solid-State Battery International and China Market Analysis - All-Solid-State Battery Technical Data and Manufacturing Plants Analysis - All-Solid-State Battery Production by Regions By Technology By Applications - All-Solid-State Battery Manufacturing Process and Cost Structure - 2009-2014 All-Solid-State Battery Productions Supply Sales Demand Market Status and Forecast - All-Solid-State Battery Key Manufacturers Analysis - Up and Down Stream Industry Analysis - All-Solid-State Battery Marketing Channels Analysis - 2015-2020 All-Solid-State Battery Productions Supply Sales Demand Market Status and Forecast - All-Solid-State Battery Industry Development Proposals - All-Solid-State Battery New Project Investment Feasibility Analysis - Global All-Solid-State Battery Industry Research Conclusions Companies Mentioned - COMSOL - CYMBET - EVEREADY - Excellatron Solid State - Front Edge Technology - Hitachi - Idemitsu Kosan - Infinite Power Solutions - Kolibri - Planar Energy - SAMSUNG - ST Microelectronics - TOYOTA - Tokyo Electron Device For more information visit http://www.researchandmarkets.com/research/h5532t/global

Global Vapor Deposition (Chemical Vapor Deposition, Physical Vapor Deposition) Market 2015-2019
M2 - Tue Feb 03, 4:03AM CST
Research and Markets (http://www.researchandmarkets.com/research/k9wgp7/vapor_deposition) has announced the addition of the "Vapor Deposition Market by Technology, by End-user Industry - Global Trends & Forecast to 2019" report to their offering. The global CVD and PVD technology market is projected to register a respective CAGR of 7.1% and 6.1% between 2014 and 2019 to reach $25.0 billion and $24.3 billion, respectively. CVD and PVD are the technologies used to deposit thin layers of materials over substrates in various end-use industries to modify and improve the properties of the substrate. These technologies are used in various end-use industries such as microelectronics, cutting tools, industrial & energy, decorative coating and medical. The microelectronics is the largest end-user industry for these technologies; it accounted for 37.8% and 48.6% of the CVD and PVD equipment market respectively in 2013. This end-user industry segment is also expected to be the fastest growing segment for CVD and PVD technologies, growing at a respective CAGR of 8.7% and 7.7% between 2014 and 2019. Increasing demand for the semiconductors & LEDs in the various consumer products, strict regulation over the usage of Cr6 in the electroplating technology and rapid growth in the solar energy production are some of the important drivers for the growth of these technologies in the near future. Asia-Pacific dominated the CVD and PVD market respectively accounting for 45.5% and 40.1% of the total market in 2013. Asia-Pacific is also expected to be the fastest growing region for these technologies due presence of the strong manufacturing base of several end-use industries such as microelectronics, and PV cell manufacturing in the region. It is expected to grow at respective CAGR of 9.6% and 8.9%, between 2014 and 2019 for CVD and PVD technologies. RoW followed Asia-Pacific in terms of growth due to increasing industrialization in several South American and African countries. Key Topics Covered: 1 Introduction 2 Research Methodology 3 Executive Summary 4 Premium Insights 5 Market Overview 6 Industry Trends 7 CVD & PVD, By Technology 8 CVD & PVD Equipment Market, By End-Use Industry 9 CVD & PVD, By Region 10 Competitive Landscape 11 Company Profiles - ASM International NV - Adeka Corporation - Aixtron SE - Applied Materials, Inc. - IHI Corporation - Jusung Engineering Co. Ltd. - Kurt J Lesker Company - LAM Research Corporation - Plasma Therm LLC - Tokyo Electron Limited - Veeco Instruments Inc. For more information visit http://www.researchandmarkets.com/research/k9...deposition
ASMI: 50.31 (+0.81), VECO: 30.88 (-0.55), LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34)

Global Wafer-level Packaging Equipment Market 2015-2019 with Applied Materials, Disco, EV Group, Tokyo Electron & Tokyo Seimitsu Dominating
M2 - Tue Jan 27, 8:17AM CST
Research and Markets (http://www.researchandmarkets.com/research/mlq8qg/global) has announced the addition of the "Global Wafer-level Packaging Equipment Market 2015-2019" report to their offering. ICs are very delicate in nature, therefore, prone to contamination that can cause malfunctioning. To eliminate such issues, silicon chips or ICs are protected by using packaging materials. Wafer level packaging is one such type of packaging, which involves the packaging of individual ICs using best fit packaging processes conducted at wafer level manufacturing in semiconductor production process. The short replacement cycle of portable electronic devices is one of the major trends witnessed in the market. The launch of new versions of portable electronic devices such as smartphones, phablets, and tablets has led consumers to replace their old devices with new advanced models. According to the report, the increased demand for smartphones and tablets worldwide, particularly in the emerging markets, is one of the major drivers in the market. This has led to the increased demand for semiconductor wafers and ICs, driving the growth of the Global Wafer-level Packaging Equipment market. Further, the report states that the rapid changes in technology are one of the major challenges in the market. The semiconductor industry is evolving at a significant rate, leading to design complexities in ICs. To accommodate these advanced IC designs, wafer-level packaging equipment manufacturers incur huge costs in the production of advanced equipment. Key Vendors - Applied Materials - Disco - EV Group - Tokyo Electron - Tokyo Seimitsu Key Topics Covered: - Executive Summary - List of Abbreviations - Scope of the Report - Market Research Methodology - Introduction - Industry Overview - Market Landscape - Geographical Segmentation - Key Leading Countries - Buying Criteria - Market Growth Drivers - Drivers and their Impact - Market Challenges - Impact of Drivers and Challenges - Market Trends - Trends and their Impact - Vendor Landscape - Key Vendor Analysis - Market Summary For more information visit http://www.researchandmarkets.com/research/mlq8qg/global
AMAT: 20.20 (+0.34)

Chip equipment firms take Intel/TSMC's capex budgets in stride
Seeking Alpha - at Seeking Alpha - Fri Jan 16, 6:17PM CST

ATE: 11.92 (-0.10), TSM: 24.56 (+0.15), ACLS: 3.15 (-0.01), MTSN: 3.80 (+0.01), XCRA: 9.87 (+0.07), UTEK: 20.67 (-0.22), ASML: 111.05 (+0.47), KLIC: 13.07 (unch), LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34), RTEC: 13.04 (+0.01), KLAC: 59.91 (+0.56), TER: 20.63 (-0.09)

Citi adds Applied to Focus List, upgrades Lam, downgrades Teradyne
Seeking Alpha - at Seeking Alpha - Thu Dec 18, 9:34AM CST

LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34), TER: 20.63 (-0.09)

Research and Markets: Global Semiconductor Capital Equipment Market 2015-2019: Key Vendors are Applied Materials, ASML Holdings, Lam Research & Tokyo Electron
Business Wire - Mon Dec 08, 4:18PM CST
Research and Markets (http://www.researchandmarkets.com/research/jmzmjb/global) has announced the addition of the "Global Semiconductor Capital Equipment Market 2015-2019" report to their offering.

Global Semiconductor Capital Equipment Market 2015-2019: Key Vendors are Applied Materials, ASML Holdings, Lam Research & Tokyo Electron
M2 - Mon Dec 08, 9:24AM CST
Research and Markets (http://www.researchandmarkets.com/research/672bqd/global) has announced the addition of the "Global Semiconductor Capital Equipment Market 2015-2019" report to their offering. This report covers the present scenario and the growth prospects of the Global Semiconductor Capital Equipment market for the period 2014-2019. To calculate the market size, the report considers revenue generated from the sales of semiconductor capital equipment worldwide. One key trend in this market is an increase in the number of M&As. Leading vendors such as Applied Materials and ASML Holdings have acquired other companies that have a strong presence in the Semiconductor Equipment market. These acquisitions will enhance the product portfolio of vendors. According to the report, one of the major drivers in this market is the increased demand for smartphones and tablets worldwide, particularly in emerging markets. This rising demand has created increased demand for semiconductor wafers and ICs, thus driving the growth of the Global Semiconductor Capital Equipment market. Further, the report states that one of the major challenges in this market is the rapid changes in technology. The Semiconductor industry has been continuously evolving at a significant rate, leading to design complexities in ICs. To accommodate these advanced IC designs, capital equipment manufacturers incur costs in the production of advanced equipment. Report Coverage - Support or maintenance services that are offered for/with semiconductor capital equipment - Components that are used in the production of semiconductor capital equipment - Aftermarket sales of semiconductor capital equipment Key Vendors - Applied Materials (AMAT) - ASML Holdings - Lam Research - Tokyo Electron Key Topics Covered: - Executive Summary - List of Abbreviations - Scope of the Report - Market Research Methodology - Introduction - Industry Overview - Market Landscape - Geographical Segmentation - Key Leading Countries - Buying Criteria - Market Growth Drivers - Drivers and their Impact - Market Challenges - Impact of Drivers and Challenges - Market Trends - Trends and their Impact - Vendor Landscape - Key Vendor Analysis - Market Summary For more information visit http://www.researchandmarkets.com/research/672bqd/global
LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34)

Report: DOJ could clear Applied-Tokyo deal following asset sale
Seeking Alpha - at Seeking Alpha - Tue Dec 02, 5:52PM CST

AMAT: 20.20 (+0.34)

Berenberg bullish on Applied and Lam, cautious on KLA and ASML
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 1:32PM CST

LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34), KLAC: 59.91 (+0.56), ASML: 111.05 (+0.47)

Merger Updates, Earnings Releases, and Product Launches - Research Reports on Applied Materials, IAC, TE Connectivity, AspenTech and John Deere
PR Newswire - Mon Nov 03, 7:30AM CST
Today, Analysts Review released its research reports regarding Applied Materials Inc. (NASDAQ: AMAT), InterActiveCorp (NASDAQ: IACI), TE Connectivity Ltd. (NYSE: TEL), Aspen Technology, Inc. (NASDAQ: AZPN) and Deere & Company (NYSE: DE). Private wealth members receive these notes ahead of publication. To reserve complementary membership, limited openings are available at: http://www.analystsreview.com/7628-100free.
AZPN: 43.38 (+0.05), TEL: 70.21 (+0.09), AMAT: 20.20 (+0.34), DE: 89.13 (-3.08), IACI: 74.17 (+0.21)

Global and Chinese Vacuum Coating Machine Industry Report 2014
M2 - Wed Oct 29, 10:34AM CDT
Research and Markets (http://www.researchandmarkets.com/research/bkhphj/global_and) has announced the addition of the "Global and Chinese Vacuum Coating Machine Industry Report 2014" report to their offering. Global and Chinese Vacuum Coating Machine Industry Report 2014 is a professional and in-depth study on the current state of the global vacuum coating machine industry with a focus on the Chinese situation. The report provides a basic overview of the industry including definitions, classifications, applications and industry chain structure. The vacuum coating machine market analysis is provided for both the international and Chinese domestic situations including development trends, competitive landscape analysis, key regions development status and a comparison analysis between the international and Chinese markets. Development policies and plans are also discussed and manufacturing processes and cost structures analyzed. Vacuum coating machine industry import/export consumption, supply and demand figures and cost price and production value gross margins are also provided. The report focuses on twenty-four industry players providing information such as company profiles, product picture and specification, capacity production, price, cost, production value and contact information. Upstream raw materials and equipment and downstream demand analysis is also carried out. The vacuum coating machine industry development trends and marketing channels are analyzed. Finally the feasibility of new investment projects are assessed and overall research conclusions offered. With 229 tables and figures the report provides key statistics on the state of the industry and is a valuable source of guidance and direction for companies and individuals interested in the market. Key Topics Covered: - Vacuum Coating Machine Industry Overview - Asia Vacuum Coating Machine Market Analysis - North America Vacuum Coating Machine Market Analysis - Europe Vacuum Coating Machine Market Analysis - Global Vacuum Coating Machine Market Analysis - Vacuum Coating Machine Key Manufacturers Analysis - Vacuum Coating Machine Industry Development Trend - Vacuum Coating Machine New Project Investment Feasibility Analysis - Global Vacuum Coating Machine Industry Research Conclusions Companies Mentioned - AIXTRON - Applied Materials - BCI - Beijing BeiYi - Denton Vacuum - Edwards - HCVAC - HONGDA - HUNAN YUFONE - IHI - Jusung Engineering - KDF - Lam Research - Leybold Optics - NMC - Oerlikon Balzers - Optorun - Rankuum Machinery - Shincron - Tokyo Electron Limited - ULVAC - Veeco Instruments, Inc. - Von Ardenne - ZHEN HUA For more information visit http://www.researchandmarkets.com/research/bkhphj/global_and
VECO: 30.88 (-0.55), LRCX: 78.73 (+0.48), AMAT: 20.20 (+0.34)

Wall Street Breakfast: Facebook Plummets On Guidance, Increased Spending
Wall Street Breakfast - Seeking Alpha - Wed Oct 29, 5:32AM CDT
Economy The tobacco industry is gearing up for its next serious challenge, as more cities raise the legal age for buying tobacco products to 21. As states ponder similar moves, the $100B U.S. tobacco industry could suffer yet another large blow...
TSLA: 248.84 (+4.74), ORB: 28.85 (+0.21), FB: 80.42 (-0.95), DB: 33.35 (+0.16), T: 34.33 (+0.20), SPY: 212.44 (+0.23), QQQ: 109.58 (unch), COF: 84.03 (-0.44), TRP: 45.39 (+0.69), TOT: 53.55 (+0.12), ERIC: 11.58 (+0.13), AMAT: 20.20 (+0.34), QLGC: 15.09 (-0.35), SNY: 50.52 (-0.27), NTK: 84.00 (+0.08)

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